Carruth Capital LLC 401k Plan — Form 5500 plan (Carruth Capital, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carruth Capital LLC 401k Plan is a benefit plan reported by Carruth Capital, LLC under EIN 04-3397577 and plan number 001. The latest loaded filing year is 2023. The filing reports 55 participants and $18,576,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carruth Capital, LLC
- EIN
- 04-3397577
- Plan number
- 001
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 55
- End-of-year plan assets
- $18,576,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 55 | I | 20240910145515NAL0005793569001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,576,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,576,529
- Net assets (BOY)
- $15,152,284
Income & contributions
- Employer contributions
- $94,484
- Participant contributions
- $630,966
- Total income / additions
- $3,938,425
Expenses & distributions
- Benefits paid
- $513,780
- Administrative expenses
- $400
- Total expenses
- $514,180
- Net increase / (decrease)
- $3,424,245
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.